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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,139 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,796 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,286 | $113,016-9.5% | $103,447-1.1% | $74,429+37.4% |
| Participation rate | 90.5% | 80.8%+9.7pp | 80.5%+9.9pp | 67.2%+23.2pp |
| Annual return | 18.99% | 23.24%-4.3pp | 23.92%-4.9pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $5,914 | $4,881+21.2% | $4,678+26.4% | $2,625+125.3% |
| Participant deferral / active EE | $11,788 | $7,279+61.9% | $6,624+78.0% | $4,348+171.1% |
| Admin fee / account holder | $308 | $1,709-82.0% | $9,415-96.7% | $1,944-84.2% |